Complete Integration

ServiceTitan + Ply + QuickBooks

The most powerful field-to-finance integration

ServiceTitan ↔ Ply

↔ QuickBooks

Bidirectional sync with ST + real-time QBO integration

The Ecosystem

Three Systems, Maximum Power

Ply connects ServiceTitan's deep field ops with QuickBooks accounting

ServiceTitan
Field Operations

↔

Jobs Invoices POs Pricebook

Inventory Hub

↔

POs Bills Vendors

QuickBooks
Accounting

What Each System Does

ST: Manages jobs, techs, invoices, pricebook

Ply: Tracks inventory, creates POs, syncs both

QBO: Handles books, bills, payments

The Power

Full bidirectional sync with ServiceTitan plus webhook sync with QuickBooks. Changes anywhere update everywhere.

ServiceTitan + Ply

Bidirectional Field Operations

What syncs between ServiceTitan and Ply

ST ↔ Material Pricebook ↔ Ply

Live

ST → Jobs Sync → Ply

Live

ST ↔ Invoice Materials ↔ Ply

Live

ST ↔ Purchase Orders ↔ Ply

Live

ST ↔ Vendors / Suppliers ↔ Ply

Live

ST ↔ Inventory Locations ↔ Ply

Live

Sync Method

Scheduled sync every 5-20 min (6AM-6PM EST)

Key Advantage

Full Bidirectional

Edit in either system - changes sync both ways

Ply + QuickBooks Online

Financial Integration

What syncs between Ply and QuickBooks

→ Purchase Orders → QBO Live

↔ Invoices ↔ QBO Live

↔ Bills ↔ QBO Live

↔ Vendors ↔ QBO Live

↔ Customers ↔ QBO Live

Sync Method

Webhooks: Near real-time updates

Key Benefit

POs from ServiceTitan flow through Ply to QuickBooks automatically. Full purchasing visibility in your books.

End-to-End Flow

Job to Payment - Complete Loop

Watch data flow through all three systems

ServiceTitan

Jobs ↔ Invoices

Ply

PO + Cost

QuickBooks

The Complete Flow

Job created in ServiceTitan

Job syncs to Ply with tech assigned

Materials added to ST invoice → syncs to Ply

Inventory deducted from truck

Low stock creates PO in Ply

PO syncs to ST AND QuickBooks

Bill matches to PO in QBO

Triple Sync Power

ST ↔ Ply: Full bidirectional
Ply → QBO: Webhook instant
One action updates all three
Complete financial trail

🔧

Use Case

Enterprise HVAC Operation

Customer: 50-tech HVAC company with complex purchasing

1Service call dispatched in STST

2Job syncs to PlyPly

3Tech replaces compressorST

4Part added to ST invoice → syncs to PlyPly

5Truck inventory updatedPly

6Low stock triggers POPly

7PO syncs to ST and QuickBooksQBO

8Supplier bill matches to POQBO

9Pricebook updates from actual costsST

Benefits

50 trucks tracked in real-time
Accurate job costing
Auto-updated pricebook
Complete audit trail

Result

Saved $120K/year in inventory shrinkage and reduced admin by 30 hours/week

🏢

Use Case

Multi-Location Plumbing

Customer: 3-location plumbing company with central accounting

1Jobs dispatched from 3 ST locationsST

2All jobs sync to Ply by locationPly

3Techs use materials, invoice in STST

4Inventory syncs across all locationsPly

5Consolidated POs createdPly

6All POs flow to central QuickBooksQBO

7Finance sees all spendingQBO

8Reports by location in all systemsQBO

Benefits

Central purchasing visibility
Location-level inventory
Consolidated financials
Cross-location transfers

Result

Reduced purchasing costs by 15% through consolidated ordering

The Impact

What You Gain

Benefits of the complete ST + Ply + QBO integration

1Bidirectional ST sync - edit anywhere
2POs in ST AND QuickBooks
3Auto-updated pricebook from actual costs
4Bills match to POs automatically
5Complete job-to-payment trail

Time Saved

Per job: 10+ min on data entry
Weekly: 5+ hours on purchasing
Monthly: 10+ hours on reconciliation

The Most Powerful Option

ServiceTitan's depth + Ply's inventory + QuickBooks' accounting = complete business visibility

Getting Started

Simple Setup

Connect all three systems

1Connect ServiceTitan to Ply

2Connect QuickBooks to Ply

3Configure bidirectional settings

4Start working - data flows automatically

What You Need

Active ServiceTitan account

Active QuickBooks Online account

Ply subscription

Support

Our team helps with setup, data migration, and training. We handle the complexity so you don't have to.